JOE

The St. Joe Company_February 25, 2026 false000074530800007453082026-02-252026-02-25 ​ ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

​

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ​ Date of report (Date of earliest event reported) February 25, 2026 The St. Joe Company (Exact Name of Registrant as Specified in its Charter) ​ ​

​

​

​

​

Florida ​ ​ 1-10466 ​ ​ ​ 59-0432511

(State or Other Jurisdiction of Incorporation) ​ (Commission File Number) ​ (IRS Employer Identification No.)

​ ​

​

130 Richard Jackson Blvd, Suite 200 Panama City Beach, Florida 32407

(Address of Principal Executive Offices) (Zip Code)

​ (850) 231-6400 (Registrant’s telephone number, including area code) ​ Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​ ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

​ ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

​ ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

​ ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

​ Securities registered pursuant to Section 12(b) of the Act: ​ ​

​

​

Title of Each Class Trading symbol(s) Name of Each Exchange on Which Registered

Common Stock JOE

NYSE

​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ ​ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ ​ ​ ​

ITEM 2.02

RESULTS OF OPERATIONS AND FINANCIAL CONDITION.

On February 25, 2026, The St. Joe Company (the “Company”) issued a press release announcing its financial results for the fourth quarter and year ended December 31, 2025. A copy of the press release is furnished with this Current Report on Form 8-K as Exhibit 99.1. ​

ITEM 8.01

OTHER EVENTS.

Dividend ​ On February 25, 2026, the Board of Directors of the Company declared a quarterly cash dividend of $0.16 per share on its common stock, payable on March 26, 2026, to shareholders of record at the close of business on March 9, 2026. ​

ITEM 9.01

FINANCIAL STATEMENTS AND EXHIBITS.

(d) Exhibits The following exhibits are furnished as part of the Current Report on Form 8-K. 99.1 Press Release dated February 25, 2026.

104 Cover Page Interactive Data File (formatted in Inline XBRL).

​ ​

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​

THE ST. JOE COMPANY

​ ​ ​

​ By: /s/ Marek Bakun

​ ​ Marek Bakun

​ ​ Executive Vice President & Chief Financial Officer

​ Date: February 25, 2026 ​

The St. Joe Company_October 29, 2025 false000074530800007453082025-10-292025-10-29 ​ ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

​

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ​ Date of report (Date of earliest event reported) October 29, 2025 The St. Joe Company (Exact Name of Registrant as Specified in its Charter) ​ ​

​

​

​

​

Florida

1-10466

59-0432511

(State or Other Jurisdiction of Incorporation) ​ (Commission File Number) ​ (IRS Employer Identification No.)

​ ​

​

130 Richard Jackson Blvd, Suite 200 Panama City Beach, Florida 32407

(Address of Principal Executive Offices) (Zip Code)

​ (850) 231-6400 (Registrant’s telephone number, including area code) ​ Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​ ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

​ ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

​ ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

​ ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

​ Securities registered pursuant to Section 12(b) of the Act: ​ ​

​

​

Title of Each Class Trading symbol(s) Name of Each Exchange on Which Registered

Common Stock JOE

NYSE

​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ ​ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ ​ ​ ​

ITEM 2.02

RESULTS OF OPERATIONS AND FINANCIAL CONDITION.

On October 29, 2025, The St. Joe Company (the “Company”) issued a press release announcing its financial results for the third quarter ended September 30, 2025. A copy of the press release is furnished with this Current Report on Form 8-K as Exhibit 99.1. ​

ITEM 8.01

OTHER EVENTS.

Dividend ​ On October 29, 2025, the Board of Directors of the Company declared a quarterly cash dividend of $0.16 per share on its common stock, payable on December 12, 2025, to shareholders of record at the close of business on November 13, 2025. ​

ITEM 9.01

FINANCIAL STATEMENTS AND EXHIBITS.

(d) Exhibits The following exhibits are furnished as part of the Current Report on Form 8-K. ​

​

99.1 Press Release dated October 29, 2025.

104 Cover Page Interactive Data File (formatted in Inline XBRL).

​ ​

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​

THE ST. JOE COMPANY

​ ​ ​

​ By: /s/ Marek Bakun

​ ​ Marek Bakun

​ ​ Executive Vice President & Chief Financial Officer

​ Date: October 29, 2025 ​

false000074530800007453082025-07-232025-07-23 ​ ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

​

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ​ Date of report (Date of earliest event reported) July 23, 2025 The St. Joe Company (Exact Name of Registrant as Specified in its Charter) ​ ​

​

​

​

​

Florida

1-10466

59-0432511

(State or Other Jurisdiction of Incorporation) ​ (Commission File Number) ​ (IRS Employer Identification No.)

​ ​

​

130 Richard Jackson Blvd, Suite 200 Panama City Beach, Florida 32407

(Address of Principal Executive Offices) (Zip Code)

​ (850) 231-6400 (Registrant’s telephone number, including area code) ​ Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​ ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

​ ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

​ ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

​ ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

​ Securities registered pursuant to Section 12(b) of the Act: ​ ​

​

​

Title of Each Class Trading symbol(s) Name of Each Exchange on Which Registered

Common Stock JOE

NYSE

​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ ​ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ ​ ​ ​

ITEM 2.02

RESULTS OF OPERATIONS AND FINANCIAL CONDITION.

On July 23, 2025, The St. Joe Company (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2025. A copy of the press release is furnished with this Current Report on Form 8-K as Exhibit 99.1. ​ ITEM 5.02DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS. On July 22, 2025, the Board of Directors of the Company (the “Board”), upon the recommendation of the Governance and Nominating Committee of the Board, appointed Elizabeth Dantin Franklin to serve as an independent director of the Company, effective immediately, for the remainder of the one-year term that will expire at the 2026 annual meeting of shareholders or until her successor is duly elected and qualified. Ms. Franklin has also been appointed to serve on the Audit, Governance and Nominating and Compensation and Human Capital Committees of the Board. Ms. Franklin, age 57, has over 30 years of experience in financial accounting, internal audit, risk management, and corporate governance. Prior to her retirement in 2023, she held the position of Chief Audit Officer at Fidelity National Financial, Inc. (“FNF”), a leading provider of title insurance, escrow and other title-related services and transaction services to the real estate and mortgage industries. During her 16-year tenure, Ms. Franklin provided strategic oversight on internal controls, compliance, and enterprise risk, and was instrumental in developing FNF’s governance and compliance programs. She began her career at PwC, where she was a partner working with global clients across multiple industries. Ms. Franklin currently serves on the Board of the North Florida Council of the Boy Scouts of America. She earned degrees in Accounting and Finance from Loyola University and held credentials as a Certified Public Accountant (CPA) and Certified Internal Auditor (CIA) during her career. There are no arrangements or understandings between Ms. Franklin and the Company or any other person pursuant to which she was appointed to the Board. There are no related party transactions between the Company and Ms. Franklin that would require disclosure under Item 404(a) of Regulation S-K. As compensation for her Board service, Ms. Franklin will receive the compensation applicable to all the Company’s non-employee directors as described in the Company’s 2025 proxy statement filed with the Securities and Exchange Commission (the “SEC”) on April 1, 2025. In addition, Ms. Franklin will enter into an indemnification agreement in the form approved for all non-employee directors and filed with the SEC. ​

ITEM 8.01

OTHER EVENTS.

Dividend ​ On July 23, 2025, the Board of Directors of the Company declared a quarterly cash dividend of $0.14 per share on its common stock, payable on